Asset and Wealth Management

Each day, asset and wealth management companies are faced with new challenges stemming from emerging technologies and rising customer expectations. As traditional business functions, such as marketing, onboarding, and servicing continue to transform, many companies are lagging behind. Financial institutions must now create with new ways to remain relevant in a world dominated by technology, devices, and customer's insatiable need to be constantly connected. We help our clients to not only embrace these challenges but also design and build valuable physical and digital experiences that empower advisors and investors. 


We Solve Problems

We work with our AWM clients to solve the problems that keep them up at night. Our team of experts ensure that our clients stay competitive and innovative by leveraging the right technologies.  Our deep roots in complex technology execution, coupled with our savvy design skills, bring a different perspective to our clients as they seek to seamlessly integrate design and technology in the back-end to enable a consistent, compelling experience on the front-end.

Need help solving a business challenge? We're here to help!

Our Solutions

We partner with Asset & Wealth Management institutions to engage customers and transform systems. Let us help you.


Marketing & Sales

  • Multi-channel marketing, leveraging best of new-age and traditional channels
  • Information management and data analytics for better client targeting
  • Improved lead identification, management, and tracking
  • Automation in proposal generation and tracking for faster conversion
  • Mobile sales enablement of advisors for on-the-go data access

Client Onboarding

  • Enhanced onboarding experience for employees, clients, and advisors
  • Drive higher operational efficiency through streamlining and automation
  • Better integration with internal and external compliance, customer, custody, and other data sources
  • Better identification and conversion of cross-selling opportunities during onboarding
  • Account opening and tracking using mobile devices

Servicing & Reporting

  • Improved client, advisor and employee experience in servicing and reporting
  • Optimal availability of client-advisor collaboration and self-service
  • Improved operational efficiency through process streamlining and automation
  • Integration of portfolio, relationship, planning, and practice data for complete visibility
  • Multi-channel, multi-aspect client reporting, and analytics

Financial Services Cloud

A leading global asset management had disparate processes and inconsistent system interactions that lead to different client servicing experiences.

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SOA Development

A leading American Investment Management company wanted to streamline their business processes and integrate a scalable, flexible IT system.

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Sales Cloud

A private equity firm required an easy to use CRM. They wanted to implement organizational transparency and call tracking.

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Scott Hofmann ( Partner )

Scott Hofmann is a Partner and the Digital Strategy and Solutions lead at LiquidHub. Scott collaborates with clients to identify and develop innovative digital customer engagement solutions that meet their business, design, and technology objectives, assuring customer delight. 

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News And Events

LiquidHub Launches LiquidHealth
Digital health pioneer Eveo joins LiquidHub to form new strategic practice

Jun 2017

The Cost Of Bad CX
Watch guest speaker Maxie Schmidt-Subramanian from Forrester Research and LiquidHub’s Suzanne Lentz discuss the cost of bad CX and the impact of bad customer experiences on revenue, brand perception, loyalty, and competitive differentiation.

Jun 2017
Read More News